Valerie Peck
CFP®, MBA
Peck Financial Advisors
Principal and Founder
Valerie Peck
CFP®, MBA
Peck Financial Advisors
Principal and Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Valerie Peck, CFP®, MBA
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Valerie Peck is a San Diego, CA fee-only financial planner. Peck Financial Advisors provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Valerie Peck is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Valerie Peck, MBA, CFP®, develops long-term relationships with her clients in order to help them achieve their financial goals. Committed to educating and equipping clients to make the wisest financial choices for their futures, Valerie helps people identify and adapt solutions for their unique needs.
Valerie is a CERTIFIED FINANCIAL PLANNER™ professional, Investment Adviser Representative and founder of Peck Financial Advisors, a fee-only practice located in San Diego. She has taught numerous courses throughout San Diego County designed to help individuals set and achieve their financial goals. Valerie holds an M.B.A. from the University of Colorado, and is a member of the NAPFA and Estate Planning Council of San Diego.
Valerie Peck is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Peck Financial Advisors is a San Diego based, fee-only Registered Investment Advisor dedicated to helping you achieve your financial goals. In addition to educating you about your finances, we take a personal approach that allows us to identify your concerns and objectives, analyze your financial situation and craft a plan that adapts to the cycles and transitions of your life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Valerie Peck is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Valerie Peck is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Valerie Peck
Office Locations:
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Please Call for Appointment
San Diego, CA 92108
